← All Apps Cowork + Copilot Notebooks

Cowork + Copilot Notebooks

Go beyond prompting — learn how Copilot Cowork executes multi-step tasks on your behalf across M365, and how Notebooks build persistent research workspaces grounded in your own files, emails and meetings.

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About Copilot Cowork & Notebooks

Copilot Cowork is Microsoft's evolution of AI assistance from answering questions to actually getting work done. Rather than a single prompt and response, Cowork takes a goal you describe — "prepare me for Thursday's client meeting" or "pull together a competitive analysis for the new product launch" — builds a step-by-step plan grounded in your emails, meetings, calendar and files, and then executes it across M365 tools with your approval at each stage. It produces interconnected deliverables: briefing documents, Excel workbooks, PowerPoint decks, resolved calendar conflicts and drafted follow-ups — all within your organisation's security and compliance boundaries. Currently rolling out to early access customers via the Frontier programme, it represents where Copilot is heading and is an important capability for Copilot champions and adoption leads to understand now.

Copilot Notebooks sit alongside Cowork as the persistent research layer — structured workspaces inside the Copilot app where you aggregate multiple sources (files, meetings, emails, SharePoint sites) and query across all of them together. Where Cowork takes action, Notebooks build understanding. Together they address the two biggest gaps in most Copilot deployments: people can't get Copilot to do anything more than one simple task at a time, and the useful output they do get disappears when the chat ends. Both features are best suited to knowledge workers, project leads, managers, analysts and Copilot adoption champions who want to push beyond basic prompting.

Training Session

A focused session designed to build real-world skills fast.

Cowork + Copilot Notebooks
  • What Copilot Cowork is and how it differs from Copilot Chat — executing work vs. answering questions
  • The plan-to-action loop — how Cowork turns a stated goal into a step-by-step plan before taking any action
  • Work IQ signals — how Cowork grounds its plan in your emails, meetings, calendar, chats and files
  • Reviewing and approving a Cowork plan — understanding each proposed step before execution starts
  • Pausing, redirecting or cancelling a Cowork task in progress
  • Cowork for calendar management — identifying conflicts, proposing rescheduling and blocking focus time
  • Cowork for meeting preparation — generating a full meeting packet: briefing document, supporting deck, analysis and scheduled prep time
  • Cowork for research — gathering sources across web and work data, compiling citations and producing an executive summary and Excel workbook
  • Cowork for launch planning — competitive analysis in Excel, value proposition document, pitch deck and milestone outline with owners
  • Enterprise governance — how Cowork respects identity, permissions, compliance policies and runs in a protected sandboxed environment
  • Auditing Cowork output — reviewing actions taken, outputs produced and how to course-correct
  • Early access and the Frontier programme — how Cowork is rolling out and what to expect
  • What Copilot Notebooks are and how they differ from a single Copilot chat conversation
  • Creating a Notebook and adding knowledge sources — files, SharePoint sites, emails and meetings
  • Querying across all sources in a Notebook with a single natural-language prompt
  • Iterating inside a Notebook — refining questions and building up a deeper picture over time
  • Using a Notebook for project research — aggregating reports, decisions and status updates into one queryable workspace
  • Sharing a Notebook with a colleague for collaborative knowledge work
  • Cowork vs. Notebooks vs. Copilot Chat — choosing the right mode for the task at hand

Ready to train your teams on Copilot Cowork & Notebooks?

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